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First Trust IPOX-100 Index Fund shares owned by Hershey Financial Advisers

Quarter-by-quarter ownership of First Trust IPOX-100 Index Fund (FPX) shares owned by Hershey Financial Advisers from 13F filings

Historical chart of Hershey Financial Advisers investment in First Trust IPOX-100 Index Fund

Tip: Access up to 7 years of quarterly data

All positions including First Trust IPOX-100 Index Fund held by Hershey Financial Advisers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Trust IPOX-100 Index Fund by Hershey Financial Advisers

Quarter filed Position value Share count Share price at filing
2026-06-30 $697k 3.4k 206.18
2025-06-30 $447k 3.1k 144.91

More positions owned by Hershey Financial Advisers

Dell Technologies CL C (DELL)
Spdr Series Trust State Street Spd (CWB)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Applied Materials (AMAT)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Ishares Tr Core 40/60 Moder (AOM)
Spdr Series Trust State Street Spd (BIL)
Ishares Tr Core 30/70 Conse (AOK)
Western Digital (WDC)
Goldman Sachs Etf Tr Acces Treasury (GBIL)
Micron Technology (MU)
Advanced Micro Devices (AMD)
Ishares Tr Morningstar Grwt (ILCG)
Intel Corporation (INTC)

View all positions for Hershey Financial Advisers

Top funds holding First Trust IPOX-100 Index Fund

Morgan Stanley
LPL Financial
Wells Fargo & Company
Bank of America Corporation
Raymond James Financial
UBS Group
Royal Bank of Canada
Systelligence
Advisor Group Holdings
Cetera Investment Advisers
Ameriprise Financial
Cambridge Investment Research Advisors
Prudential
Commonwealth Equity Services
Cassia Capital Partners

View all funds holding First Trust IPOX-100 Index Fund